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by SoSoRoCoCo
1989 days ago
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Yeah, agreed. The designers / integration will probably get the newest nodes--and the headaches with getting their yields up! I suspect the older high-yield nodes will be filled with tenants pretty quickly. I don't have much knowledge of how this is going, at least from the inside. |
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Even if they axed all process R&D and returned the cash to shareholders, due to the eye watering costs of designing at 10nm and lower I expect there will be a lot of business to keep their fabs turning over for the next decade.